ESOP · DOL Form 5500 · 2024

Hms Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
126
Participants Small participant base
56th
Percentile by assets National rank
$81,746
Avg per participant Below avg balance/head
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Official DOL plan name: Healthcare Management Solutions Employee Stock Ownership Plan · Sponsored by Hms Holdings, Inc. · West Virginia · Professional & Technical Services

$10M in assets, 126 participants

Hms Holdings, Inc.'s Healthcare Management Solutions Employee Stock Ownership Plan reported $10M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,026 in Professional & Technical Services (20,173 peers)

Coverage in West Virginia

Healthcare Management Solutions Employee Stock Ownership Plan covers 126 participants in West Virginia, about 27% of the average West Virginia filer (state average ~467 per filing). Assets: $10M.

#11,026
in Professional & Technical Services (20,173 peers)
-1.9%
assets change YoY

Healthcare Management Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Healthcare Management Solutions Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,300,000 Top 44% higher than 56% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Healthcare Management Solutions Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare Management Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthcare Management Solutions Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $145K in the plan year 2024 filing.
  • Healthcare Management Solutions Employee Stock Ownership Plan reported participants fell from 139 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Healthcare Management Solutions Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 882227885 · Hms Holdings, Inc. PY 2024 · ESOP

Healthcare Management Solutions Employee Stock Ownership Plan · $10M · 126 · 56th

  • RANK $10M
  • RANK 126
  • RANK 56th
  • RANK ESOP
  • RANK near Interface Engineering ESOP
  • RANK ind #11026

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in West Virginia →

Healthcare Management Solutions Employee Stock Ownership Plan in the asset neighbourhood

Lti Technology Solutions Employee Stock Ownership PlanLti Technology Solutions Emp…$10MSummers Concrete Contracting, Inc. Employee Stock Ownership PlanSummers Concrete Contracting…$10MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$10MInterface Engineering ESOP$10MConsolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$10M
End-of-year total assets ($M) among Healthcare Management Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$4M
Net Income$145K
Employer EIN882227885
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hms Holdings, Inc.)

Sponsor-wide plan assets over time

All Hms Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 115.48117154811715% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.5%
Year Plans Participants Total Assets
2022 1 144 $5M
2023 1 139 $11M
2024 1 126 $10M

Nearby ESOP Plans in West Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Healthcare Management Solutions Employee Stock Ownership Plan, Total assets ($M): 10.3 · Participants: 126Healthcare Management Solutions Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 93.389639 · Participants: 75Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.163418 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 53.022733 · Participants: 329Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 31.800877 · Participants: 157Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanBrewer & Company of West Virginia, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.394793 · Participants: 55Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Healthcare Management Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Healthcare Management Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Interface Engineering ESOP in OR ($10M); by covered participants it is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Healthcare Management Solutions Employee Stock Ownership Plan assets move in 2024? ▼
Healthcare Management Solutions Employee Stock Ownership Plan edged down modestly - down 1.9% during 2024, from $11M to $10M. Reported net income was $145K.
How have Hms Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hms Holdings, Inc.'s sponsor-wide assets grew 115.5%, from $5M to $10M.
Which ESOP plans are similar in size to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Interface Engineering ESOP in OR ($10M, 241 participants).
Which ESOP plans cover a similar participant headcount to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Galois, Inc. Employee Stock Ownership Plan in OR (126 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 882227885.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.